Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RBDTX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS R-2) | 3.26% | 11.42% | 10.50% | 3.20% | 5.92% | 6.52% | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/26/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBDTX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS R-2) | 02/26/2007 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.34 | 11.42 | 10.50 | 3.20 | 5.92 | 6.52 | NA | … | … | 3.26 | 13.32 | 8.13 | 10.79 | -15.29 | 4.68 | 10.35 | 16.55 | -4.51 | 14.07 | 6.16 | -0.93 | 5.66 | 22.49 | 14.34 | -1.99 | 11.82 | 28.33 | -35.23 | 6.83 |
| Sharpe Ratio | NA | 1.43 | 1.04 | 0.08 | 0.47 | NA | NA | … | … | 0.71 | 1.43 | 0.72 | 1.01 | -1.36 | 0.57 | 0.60 | 2.45 | -0.69 | 3.60 | 0.70 | -0.10 | 0.70 | 2.55 | 1.41 | -0.11 | 0.84 | 1.40 | -1.19 | 0.37 |
| Standard Deviation(%) | NA | 6.14 | 6.97 | 8.50 | 9.11 | NA | NA | … | … | 7.42 | 7.32 | 6.21 | 7.10 | 12.37 | 8.12 | 16.85 | 6.16 | 8.59 | 3.74 | 8.53 | 9.37 | 8.07 | 8.80 | 10.19 | 17.96 | 14.00 | 20.19 | 30.42 | 13.83 |
| Draw Down(%) | NA | 5.38 | 6.96 | 23.50 | 23.50 | NA | NA | … | … | 5.38 | 6.56 | 3.32 | 6.96 | 19.50 | 5.02 | 19.28 | 3.15 | 11.39 | 1.18 | 6.51 | 8.94 | 5.77 | 6.38 | 8.23 | 16.58 | 11.00 | 20.62 | 44.94 | 8.63 |
| Yield(%) | 0.00 | 6.81 | 5.01 | 2.85 | 3.19 | 3.77 | 3.02 | … | … | 0.00 | 7.15 | 4.67 | 2.57 | 1.12 | 0.32 | 1.08 | 3.44 | 3.04 | 1.91 | 2.58 | 4.90 | 3.06 | 1.82 | 2.46 | 1.86 | 2.60 | 2.34 | 3.00 | 1.20 |
Data as of 06/05/2026, Common starting date is 02/26/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBDTX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS R-2) |
-7.41%
Jun 2007 – Jun 2010 |
-1.02%
May 2007 – May 2012 |
3.65%
Oct 2013 – Oct 2023 |
3.39%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBDTX (AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND CLASS R-2) |
20.48%
Feb 2009 – Feb 2012 |
18.19%
Feb 2009 – Feb 2014 |
11.28%
Feb 2009 – Feb 2019 |
8.75%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart